MN
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
29 advisors
Number of Clients
160 clients
Average Client Portfolio
$332.8M average
Assets Under Management
$53.3B
Fee Structure
Financial Planning:Investment management only
Barrow Hanley charges an annual fee based on a percentage of assets under management. The specific percentage varies depending on the investment strategy and the amount of assets managed. Fees are generally payable monthly or quarterly. Minimum initial account size is negotiable under certain circumstances.
Areas of Practice
Investment Management
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Advisor Information
Office location
2200 Ross Avenue, 31st Floor, Dallas, TX, 75201-2761
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Barrow Hanley Global Investors
November 2012 - Present · 13 yrs 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.